If not now, when? Start here.
Let’s figure out how to help you get what you want.
Working with Milestones Financial begins with a no-cost, 30-minute introductory video call. This “Are We a Fit?” conversation is designed for DIY investors to explore flat-fee or hourly retirement planning without any obligation or sales pressure.
You’re in control: Your no-cost, no-obligation path to clarity
At Milestones Financial, I never push my clients to do anything they do not want to do. I empower my clients to make informed decisions. You’re in control of your life and your money, and I’m here to help support you.
Step #1:
Schedule “Are We a Fit?” Introductory Conversation
A 30-minute video call will give us both a chance to learn if my expertise matches what you truly want. You do not need to have anything prepared for this call.
If the Flat-Fee Financial Planning Services engagement may be a good fit, we’ll then go over the details of this engagement and the information needed in order to provide you with a flat-fee quote.
If you’re a returning client, we’ll then go over the details of the Hourly Financial Advising Services engagement and answer any questions.
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What’s the first step to becoming a client?
The first step is to schedule a complimentary, 30-minute “Are We a Fit?” Introductory Conversation. This video call is a no-cost, no-obligation opportunity to determine whether my flat-fee and hourly retirement and tax planning approach is a good fit for your needs.
What will be discussed during the first call?
What’s the purpose of the Plan of Action Conversation?
This is an optional follow-up for new clients. If you have any remaining questions after receiving your flat-fee quote, you can schedule this 30-minute video call to discuss the details and make an informed decision on whether to move forward.
Step #2 (OPTIONAL, IF REQUESTED BY YOU):
Plan of Action Conversation
If you have follow-up questions after receiving your flat-fee quote, we can schedule a 30-minute video call to discuss your questions in more detail and help you decide whether to move forward.
This conversation will give you the information you need to weigh the benefits of the Flat-Fee Financial Planning Services engagement, to make the best decision for you, and to better understand what you gain from a partnership with a fee-only, advice-only financial planner like me.
I’d love to work with you
If you get to any point in the process and decide it’s not a good fit, I’ll wish you well and graciously provide you with resources to find another professional with the right expertise.
There’ll never be any pressure or a hard sell from me. That’s not the experience I would want for my family, and I wouldn’t wish that on you either.
Not ready to schedule a call?
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